+7.9%
CCB vs VT
+53.2%
-45.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | +1.3% |
| 7D | -0.9% | -4.2% | +3.2% | +3.3% |
| 30D | +6.1% | -5.8% | +11.9% | +12.4% |
| 3M | -2.0% | -5.2% | +3.2% | +3.3% |
| 6M | -42.1% | +0.1% | -42.3% | -43.4% |
| YTD | -62.3% | +8.2% | -70.5% | -66.1% |
| 1Y | -59.0% | +10.1% | -69.1% | -63.9% |
| 3Y | +6.9% | +69.7% | -62.8% | -39.3% |
| 5Y | +7.9% | +53.4% | -45.5% | -27.8% |
| All | +7.9% | +53.2% | -45.3% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling